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Financial Planning

Retirement Math Is Easy. Real Life Is Not.

July 7, 2026July 7, 2026 Jared Friedman CFP®Financial Planning

On paper, your retirement may look perfectly fine. The nest egg is there, the projections check out, and the spreadsheet says you’re on track. So why does it still feel unclear and unsettled? Because most retirement decisions don’t happen in […]

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July 4th

June 30, 2026June 30, 2026 Jared Friedman CFP®Financial Planning

–the Daily Stoic What would you fight so hard for? Your family of course…. but an idea? An idea of what the future can be? In financial planning we fight every day for an idea. That idea is your future. […]

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Why the economy feels so confusing right now

June 16, 2026June 16, 2026 Jared Friedman CFP®Financial Planning

Even if your finances are in good shape, the past few years haven’t exactly felt easy. Grocery bills are higher. Insurance costs more. Filling up the gas tank can still feel frustrating. And even when you’re not personally stretched, it’s […]

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It Feels Like Summer

June 9, 2026June 9, 2026 Jared Friedman CFP®Financial Planning

Here’s what I’ve noticed over the years: many people start the year with good financial intentions. By June, life has moved on. The goals from January are still sitting in a drawer somewhere (literal or mental), and summer is about […]

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Advanced Estate Planning to Optimize the Transfer of Family Wealth

June 2, 2026June 2, 2026 Jared Friedman CFP®Financial Planning

For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families, and […]

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Recent Posts

  • Retirement Math Is Easy. Real Life Is Not.
  • July 4th
  • Tempted by the mega-IPO rush?
  • Why the economy feels so confusing right now
  • It Feels Like Summer

The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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Advisory Services offered through Redwood Financial Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Redwood Financial Planning and its representatives are properly licensed or exempt from licensure.

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